Virtual Event for the Modern Channel

September 8-10, 2020

Virtual Event for the Modern Channel

#CPVirtualchannelpartnersvirtual.com

https://tech.informa.com/

https://twitter.com/hashtag/CPVirtual

https://tmt.knect365.com/channel-partners-conference-expo/?utm_source=tcp2234v&utm_medium=referral&utm_campaign=spex-guide&utm_content=url-footer

#CPVirtual | @Channel_Expochannelpartnersvirtual.com

Welcome!Table of Contents

Topic Page

Important Dates 3

The Attendee Experience – How They’ll Engage 4

Setting Up Your Virtual Exhibit Page 7

How To – Request and Start Meetings 16

How To - Update Your Team Member Profile 21

Best Practices 24

Additional Resource and Information 26




DATE EVENT CONTACT INFORMATION

Available OnDemandSwapcard Webinar

For further assistance regarding the Swapcard platform, please email [email protected]

Tuesday August 11th, 2020Channel Partners Virtual Exhibitor Registration PortalLINK to Exhibitor Portal

Login using instructions received from [email protected]

Tuesday August 18th, 2020Swapcard Virtual Event Exhibitor Center Early Access Opens

Exhibitor/Sponsor access to the platform starts, allowing you to build your virtual exhibit page, update your team member profiles, and more!

Login to virtual event platform using credentials from [email protected]

Monday, August 24, 2020Deadline for Registering Team Members. Team member assignments should be managed through Channel Partners Virtual Exhibitor Portal

Contact [email protected] for assistance.

Monday, August 24, 2020 Swapcard Virtual Event Exhibitor Center Early Access Ends

Tuesday, August 25, 2020 Virtual Event Platform Opens for Pre-Registered Attendees

September 8-10, 2020 Channel Partners Virtual 2020 event dates

Important Dates



https://www.youtube.com/watch?v=MAj7pHMb_D8

mailto:[email protected]

https://channel.informatech.com/chpartners/2020/exhibitorreg/Login






The Attendee Experience

HOW ATTENDEES WILL ENGAGE WITH YOU…AND VICE VERSA




Event Home Page

Attendees will have many ways to engage with

your company –and vice versa

Attendee Experience

Much of it starts with your “Virtual Exhibit Page”




Virtual Event Area Description Why Its Important to You

AGENDA Conference schedule • See what’s happening throughout the day• Find and add sessions to your schedule

MY EVENT Your personal agenda• View conference sessions you’ve added, people you’ve connected with, companies

bookmarked and products bookmarked• View booked meetings

ATTENDEES Attendee list • View and connect with attendees that have opted to be visible

SPEAKERS Speaker list • View and connect with speakers

SPONSORS & EXHIBITORS Exhibitor list • Where attendees will go to research exhibitors and opt to view your “virtual exhibit page” – see next page

PRODUCTS & SERVICES DIRECTORY Exhibitor products & services • Products and services you’ve featured on your virtual exhibit page will also appear here

making it easy for attendees to uncover solutions

HELP DESK-CP BOOTH Support • Chat with Channel Partners and Swapcard staffers regarding issues/questions

SALES LOUNGE Support • Chat with Channel Partners Sales & Marketing Team regarding issues/questions

ANALYST CORNER Support • Chat with independent analysts and consultants




Attendees can:• Bookmark your company• Chat “live” with a team member – via text or video • Book a meeting with your company• Learn about your products and services• Access your marketing materials such as white

papers, case studies, research, spec sheets, etc.• View and bookmark VIP Sessions• View and connect directly with your team members

Attendee Experience

Your Virtual Exhibit Page

Content from this page feeds into other areas of the virtual event so attendees can learn about your company outside of your exhibit page




Attendee Experience

Making Connections in Channel Partners Virtual Event – As Easy as a Click!

No more squinting to read someone’s badge while trying not to be obvious about it!

Attendees can:• View visible attendees• View profiles• Make a connection • Schedule a 1:1 video meeting The AI-fueled platform will:• Make suggestions of people you should

meet based on attendee and team member profiles

• Allow you to filter the list by key criteria• Allow you to add keywords to your profile

that will feed the matchmaking algorithm and refine the suggestions of people you should meet




HOW TO –

BUILD YOUR VIRTUAL EXHIBIT PAGE VIA THE SWAPCARD EXHIBITOR CENTER




Accessing the Virtual EventLogging in for the first time

• You’ll receive an email similar to this one with a button directing to a login page. Your account is automatically pre-created by our event team.

• This email will come from [email protected] be sure to whitelist it!

1

2 • A window will then ask that you create a password for your account.





Setting Up Your Virtual Exhibitor PageSwapcard Exhibitor Center

Once you’ve logged in, your upcoming event should appear; click on Channel Partners Virtual and you’ll be brought to the Swapcard Exhibitor Center (if not, click on your profile and the Exhibitor Center should appear in the drop down menu)

1

2 Swapcard Exhibitor Center • Manage your company profile visible to attendees• Highlight your company’s products and services • Share company assets (white papers, case studies, etc.) • See and reply to meeting requests made to your company,

and manage meetings of your members • See and export contacts our team members engage with • Note: all team members will have access to update your

virtual exhibitor page• Click Here for Further Details



https://help.swapcard.com/portal/en/kb/articles/how-to-edit-my-company-profile


Building Your Virtual Exhibit Page• To build or update your company profile, in the menu on

the left, click on “Company profile” • You can now populate your company information.

HEADERAdd a header image or video to highlight on your page

• For image, we recommend using a 1200x675px (16:9 ratio) image, no larger than 1MB.

• For video, first upload it on Youtube or Vimeo, then paste the video id link in the open field for video.

Add your company logo• 400x200px (2:1 ratio) image, no larger than 1MB

What Attendees See

HeaderVideo or Image

Your Logo




PRODUCTS & SERVICES DIRECTORY• A listing of specific products and services you’d like to highlight – no

limit• Select from categories that attendees can filter• Select from categories that attendees can filter• Add a photo or image or your product or service; feel free to use

stock art to grab attendees’ attention• Add URL link to your product or service so attendees can learn more

What Attendees See

Categories

Attendees can filter, read more about products & services and add to their wish list

Building Your Virtual Exhibit Page

Your listings will show on your company pages and on the “Products and Services” page available on the main navigation

Event Navigation




Exhibitor Center – Meetings

MEETINGS• See your team’s meetings• Filter meetings by status: Pending,

Validated, Declined, Cancelled• Assign a meeting to a member of

your team: click “Answer” on the meeting request, and choose the person to assign.

• Anyone on your team will be able to assign meetings.

• Accept or decline meeting requests• Export the list of your team’s

meetings

Pro Tip – Go to “My Event” to view and manage your meetings; note a meeting slot is blocked until someone on your team has accepted or declined the request to meet




Exhibitor Center – Contacts

CONTACTS• View and export contacts

collected by you and your team before, during and after the event

• Contacts include anyone who has initiated or accepted a connection request

• Note: only contacts of your team members who have enabled the “sharing option” will be displayed on this team – so be sure all your team members have activated it!




HOW TO –

MAKE CONNECTIONS AND REQUST MEETINGS

Pro Tip – share this section with your sales team!




HOW TO | REQUEST A MEETING

• From main navigation, click on “Attendees”• Sort and filter attendees to find contacts

you’d like to connect with• Click on their name to view their profile • Click on an available meeting slot• Select virtual meeting• Craft a personal message to person and send• Go to “My Event” to see if contacts have

accepted your meeting request• Note the meeting time slot is held and

blocked until its accepted or declined

Event Navigation




HOW TO | START A VIDEO MEETING

• From main navigation, click on “My Event”• If your meeting request is confirmed, a button “Meeting Call” will appear

1 hour before your meeting • Click on Meeting Call to start your video meeting• Note: Incoming meeting requests will appear in your notifications area

on the toolbar

Event Navigation

Pro Tip – You can also start a video call during a private chat conversation you’re having with a contact; simply click on the camera button to start the video call. Note you may share your screen during a video meeting as well.




HOW TO | MAKE A CONNECTION

• From main navigation, click on “Attendees”• Sort and filter attendees to find contacts you’d

like to connect with• Click on their name to view their profile or click

on the person icon with the plus sign• Craft a personal message to person and send

connection request• Once you’ve made a connection, you can chat

directly with the contact and, score, tag and make notes about the contact

Event Navigation

Pro Tip – You can export your list of contacts by clicking on the people icon on the top nav bar next to your name




HOW TO | SET AVAILABLE MEETING TIMES

• Note: this is how to set available meeting times as an “individual”, not for your virtual exhibit page

• From main navigation, click on “My Event”• Time slots are pre-populated• If you’d like to block slots simply click on the “make

unavailable” button within the time you’d like to block• If you’d like to block the entire day, click on “make

unavailable all day”

Event Navigation




Team Member Profile – Be Sure to Personalize Yours!

An attendee is more likely to accept your meeting invite if they can learn more about you.

There are two ways for you to access your profile as a “Team Member”

Event Home PageExhibitor Center




Information you can edit on your profile

● Personal information ● Skills● Biography● Social Media● Contact details

Team Member Profile – Updating Your Information

Pro Tip: Be sure to select topics and skills you can speak to so that…1. you show up when people filter the attendee list by skills, and2. the AI-powered platform can help match your skills with attendee

skills

John SmithBusiness Develop Director

Company Name

Connect with John




HOW TO–

MAKE THE MOST OF YOUR INVESTMENT




Tips For A Successful EventA Virtual Event opportunity is greater than just mimicking the elements of an in-person event in a digital format!

• Don’t just have your booth page open; go find attendees to connect with

• Be sure to make yourself visible to attendees and update your team member profile to help AI matching

• Use the search functionality to filter and find the best matches for your company's solutions

• Join keynote and track sessions to hear more about the challenges that prospects are facing and take the opportunity to not only chat, but understand what they’re talking about

• Add lots of content and make use of the video capabilities of the platform (think about product demos and bring customers into your offices virtually

• Keep an eye on the notification alarm at the top of the navigation bar

• Download the app on your phone so you get push notifications

• Take advantage of the platform for 1 month




• Channel Partners Conference & Expo website

• Event Agenda• Channel Partner Virtual Exhibitor Portal• Swapcard Virtual Event Platform• Swapcard Exhibitor Center Tutorials

Bookmark These LinksPromote Your Participation in the Channel

Community’s #1 Conference

• Be social pre-and-during the event

• Share your exclusive promo code with your community to give them a discount to conference passes – details on co-marketing opportunities available in the Exhibitor Portal



https://tmt.knect365.com/channel-partners-conference-expo/faqs/

https://tmt.knect365.com/channel-partners-conference-expo/agenda/1/


https://cpvirtual.login.swapcard.com/

https://help.swapcard.com/portal/en/kb/helpcenter/exhibitor


Additional ResourcesVideo Demos

1. Platform overview (11 mins): https://youtu.be/LFz035Ihx4E

2. Attendee UI; how to set up appts with peers and exhibitors (2 mins): https://youtu.be/HHH5EARmHqo

3. Exhibitor Center; how to set up profile; access leads, etc. (2 mins): https://youtu.be/kGcb84n5gp4

Virtual Event Best Practices Guide: https://ubm.box.com/v/VirtualEventsBestPractices

Channel Partners Virtual Contact:• Registration questions [email protected]• General inquiries [email protected]



https://youtu.be/LFz035Ihx4E

https://youtu.be/HHH5EARmHqo

https://youtu.be/kGcb84n5gp4

https://ubm.box.com/v/VirtualEventsBestPractices




Code of Conduct

PurposeWe believe our community should be truly open for everyone. As such, we are committed to providing a friendly, safe and welcoming environment for all, regardless of gender, sexual orientation, disability, ethnicity, or religion.

This code of conduct outlines our expectations for participant behavior, as well as the consequences for unacceptable behavior.

We invite all sponsors, speakers, attendees, media, exhibitors and other participants to help us realize a safe and positive conference experience for everyone.

All determinations of appropriate or inappropriate behavior are in Informa Tech’s sole discretion and the decision(s) of the Informa Tech representatives on-site will be final.

Expected behavior includes, but is not limited to:- Be considerate, respectful, and collaborative.- Refrain from demeaning, discriminatory or harassing behavior, materials and speech.- Be mindful of your surroundings and of your fellow participants. Alert conference organizers if you notice a dangerous situation or someone in distress.

Unacceptable behavior & materials include, but are not limited to:- Unacceptable behaviors & materials include: intimidating, harassing, abusive, discriminatory, derogatory, or demeaning materials or conduct by any attendees of the event and related event activities. Many event venues are shared with members of the public; please be respectful to all patrons of these locations.- Harassment includes: offensive comments (verbal, written, or otherwise) related to gender, sexual orientation, race, religion, disability; inappropriate use of nudity and/or sexual images in public spaces (including presentation slides); deliberate intimidation, stalking or following; harassing materials, photography or recording; sustained disruption of talks or other events (whether verbal or otherwise); inappropriate physical contact, and unwelcome sexual attention.- Wearing clothing that is not suitable for a professional work environment, that is provocative, or otherwise potentially offensive.- Physical, written, verbal or other abuse, intimidation, threats, annoyance, harassment, stalking, pushing, shoving or use of any physical force whatsoever against any person, which in any way creates a disturbance that is disruptive or dangerous, or creates apprehension in a person, as determined by Informa Tech and its show management, in their sole discretion.- Possession of any item that can be used as a weapon, which may cause danger to others if used in a certain manner.- Any boisterous, lewd or offensive behavior or language, including but not limited to using sexually explicit or offensive language, materials or conduct, or any language, behavior or content that contains profanity, obscene gestures, or racial, religious or ethnic slurs.




Code of Conduct continued

Unacceptable behavior & materials include, but are not limited to (continued):- Possessing any open can, bottle or other receptacle containing any alcoholic beverages, except in areas specifically designated for the consumption of alcohol. Please drink responsibly.- Possessing any illegal substance, including but not limited to narcotics, marijuana, or other illegal drugs. Informa Tech does not tolerate the use or abuse of illegal substances anywhere in the Venue.- Smoking – other than in designated areas.- Assembling for the purpose of, or resulting in, disturbing the peace, or committing any unlawful act or engaging in any offensive behavior.- Failure to obey any rules or regulations of the Venue.

Consequences of unacceptable behaviorUnacceptable behavior will not be tolerated whether by other attendees, media, speakers, volunteers, organizers, venue staff, sponsors, or exhibitors.

Anyone asked to stop unacceptable behavior is expected to comply immediately. If a participant engages in unacceptable behavior, the conference organizers may take any action theydeem appropriate, up to and including expulsion from the conference without warning or refund.

What to do if you witness or are subjected to unacceptable behaviorIn any emergency situation please call 911 immediately via the house phones or directly. If you are subjected to unacceptable behavior, notice that someone else is being subjected to unacceptable behavior, or have any other concerns, please notify a conference organizer as soon as possible. All reports will remain completely confidential.

Event Staff will be available to help participants contact venue security or local law enforcement, to provide escorts, or to otherwise assist those experiencing unacceptable behavior to feel safe for the duration of the conference. You can report unacceptable behavior to any member of staff. Staff can be found in the Show Office onsite.

ScopeWe expect all conference participants (staff, sponsors, volunteers, speakers, attendees, and other guests) to abide by this code of conduct at all conference venues and conference-related social events.The above policies may be revised at any time by Informa Tech and are non-negotiable. This Code of Conduct is without prejudice to Informa Tech’s rights, all of which it expressly reserves.



Documents

Virtual Event for the Modern Channel